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Portfolio (Quarterly) Guide ↗

WPG Advisers, LLC

· CIK 0002067343
13F Portfolio $170M AUM 1,549 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 576 Added 292 Reduced 44 Exited
Page 2 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OKLO OKLO INC Utilities 500.0 $26K 0.01% NEW $52.33 -19.5%
22 ABM ABM INDS INC Industrials 524.0 $23K 0.01% NEW $44.24 +8.7%
23 GDLC GRAYSCALE COINDESK CRYPTO Financial Services 861.0 $23K 0.01% NEW $26.39 +9.7%
24 STM STMICROELECTRONICS N V Technology 287.0 $21K 0.01% NEW $74.89 -28.9%
25 JPIE J P MORGAN EXCHANGE TRADED F 430.0 $20K 0.01% NEW $46.05 -0.4%
26 CARNIVAL CORP LTD 637.0 $18K 0.01% NEW $28.55
27 BGIG ETF SER SOLUTIONS 499.0 $18K 0.01% NEW $35.89 +3.9%
28 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 1,545.0 $17K 0.01% NEW $11.15 -8.6%
29 JANUS LIVING INC 545.0 $16K 0.01% NEW $28.74
30 QQQM INVESCO EXCH TRADED FD TR II 50.0 $15K 0.01% NEW $302.98 -2.1%
31 DUOL DUOLINGO INC Technology 131.0 $15K 0.01% NEW $115.02 +19.1%
32 FROG JFROG LTD Technology 151.0 $14K 0.01% NEW $90.88 +4.4%
33 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 196.0 $14K 0.01% NEW $69.74 -13.2%
34 DOV DOVER CORP Industrials 58.0 $13K 0.01% NEW $224.28 -9.1%
35 FPS FORGENT POWER SOLUTIONS INC Industrials 221.0 $12K 0.01% NEW $55.86 -33.8%
36 SKM SK TELECOM CO LTD Communication Services 375.0 $12K 0.01% NEW $32.16 +20.9%
37 FEDEX FGHT HLDG CO INC 77.0 $12K 0.01% NEW $151.00
38 RDW REDWIRE CORPORATION Industrials 896.0 $11K 0.01% NEW $12.23 +5.3%
39 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 378.0 $11K 0.01% NEW $28.24 -5.3%
40 GFS GLOBALFOUNDRIES INC Technology 127.0 $10K 0.01% NEW $82.41 -38.3%
Page 2 of 6  ·  117 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.3%
Financial Services 29.9%
Consumer Cyclical 8.3%
Healthcare 7.7%
Communication Services 7.1%
Industrials 6.9%
Consumer Defensive 2.9%
Energy 2.2%
Utilities 1.8%
Basic Materials 1.5%